Lloyd Advisory Services LLC. Makes New Investment in Schwab U.S. Large-Cap Growth ETF $SCHG

Lloyd Advisory Services LLC. purchased a new stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 53,149 shares of the company’s stock, valued at approximately $1,696,000. Schwab U.S. Large-Cap Growth ETF accounts for about 0.8% of Lloyd Advisory Services LLC.’s portfolio, making the stock its 24th largest position.

Other large investors have also recently made changes to their positions in the company. Envestnet Asset Management Inc. increased its holdings in Schwab U.S. Large-Cap Growth ETF by 14.5% in the 2nd quarter. Envestnet Asset Management Inc. now owns 55,240,546 shares of the company’s stock valued at $1,613,576,000 after purchasing an additional 6,979,991 shares during the last quarter. Sei Investments Co. boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 11.0% during the second quarter. Sei Investments Co. now owns 45,745,266 shares of the company’s stock worth $1,336,220,000 after buying an additional 4,524,057 shares during the period. Charles Schwab Investment Management Inc. boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 653.7% during the second quarter. Charles Schwab Investment Management Inc. now owns 32,809,028 shares of the company’s stock worth $958,352,000 after buying an additional 28,455,790 shares during the period. Osaic Holdings Inc. grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 6.7% in the second quarter. Osaic Holdings Inc. now owns 18,835,687 shares of the company’s stock valued at $549,441,000 after buying an additional 1,175,660 shares in the last quarter. Finally, Raymond James Financial Inc. raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 3.3% in the 2nd quarter. Raymond James Financial Inc. now owns 15,317,027 shares of the company’s stock valued at $447,410,000 after buying an additional 494,865 shares during the period.

Schwab U.S. Large-Cap Growth ETF Trading Up 0.9%

SCHG opened at $32.18 on Friday. The stock’s 50-day moving average price is $32.53 and its 200 day moving average price is $31.67. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $21.37 and a 12-month high of $33.74. The firm has a market cap of $52.66 billion, a price-to-earnings ratio of 34.24 and a beta of 1.15.

Schwab U.S. Large-Cap Growth ETF Company Profile

Schwab U.S. Large-Cap Growth ETF (the Fund) goal is to track the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index (the Index). The Fund’s index includes the large-cap growth portion of the Dow Jones U.S. Total Stock Market Index available to investors in the marketplace. The Dow Jones U.S. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as growth. The Index is a float-adjusted market capitalization weighted index.